SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 74 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $226,953 | +8.9% | 2,017 | 0.0% | 0.08% | +3.7% |
| Q2 2023 | $208,341 | -7.5% | 2,017 | -5.9% | 0.08% | -12.0% |
| Q1 2023 | $225,292 | -4.8% | 2,143 | -2.5% | 0.09% | 0.0% |
| Q4 2022 | $236,615 | +5.2% | 2,198 | -3.5% | 0.09% | -4.2% |
| Q3 2022 | $225,000 | -5.5% | 2,278 | 0.0% | 0.10% | -3.0% |
| Q2 2022 | $238,000 | -8.8% | 2,278 | -0.5% | 0.10% | +4.2% |
| Q1 2022 | $261,000 | -4.7% | 2,290 | 0.0% | 0.10% | -1.0% |
| Q4 2021 | $274,000 | – | 2,290 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clear Creek Financial Management, LLC | 44,618 | $4,366,000 | 2.12% |
| PACIFIC SUN FINANCIAL CORP | 9,207 | $875,000 | 0.83% |
| AdvisorNet Financial, Inc | 46,863 | $4,455,000 | 0.41% |
| MONECO Advisors, LLC | 5,140 | $489,000 | 0.38% |
| REILLY FINANCIAL ADVISORS, LLC | 22,741 | $2,162,000 | 0.27% |
| PERSONAL CFO SOLUTIONS, LLC | 6,233 | $593,000 | 0.24% |
| Kovack Advisors, Inc. | 9,169 | $872,000 | 0.18% |
| PACIFIC FINANCIAL GROUP INC | 16,711 | $1,554,000 | 0.17% |
| Capital Analysts, LLC | 15,386 | $1,462,000 | 0.16% |
| FLAGSHIP HARBOR ADVISORS, LLC | 6,935 | $659,000 | 0.13% |